DianeW777
Expert Alumni

Retirement tax questions

Yes, you must attach both of your Forms 1099-R to your 1040 if mailing your tax return to the IRS.  Even if they have no federal withholding tax, they want these copies attached. 

 

They are not completely 'in sink' with the rules on what needs to be attached and what does not,  You can always be sure that a Form 1099-R and any W-2s, or any other tax document that does show federal withholding, should be attached to a return that is being mailed

 

@Fotoman1

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